Forward Guidance cover image

“Accident Brewing” | Neil Dutta on Rising Slowdown Risks And Why He Thinks The Fed Will Cut Sooner Rather Than Later

Forward Guidance

00:00

Asset Allocation Analysis: Stocks vs. Bonds Based on Economic Scenarios

The chapter discusses optimizing asset allocation between stocks and bonds in different economic conditions like inflationary boom, recession, stagflation, or soft landing, with a preference for bonds over stocks in scenarios of slowing inflation or economic slowdown.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app